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iShares iBonds Dec 2027 Term Corporate ETF

425 hedge funds and large institutions have $2.83B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 241 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
176
Phillips Financial Management
Indiana
$1.88M
KFAA
177
Klaas Financial Asset Advisors
Illinois
$1.87M
BFG
178
Beacon Financial Group
Texas
$1.86M
FFIC
179
First Fiduciary Investment Counsel
Ohio
$1.84M
CWM
180
Cabot Wealth Management
Massachusetts
$1.82M
NEPWA
181
New England Private Wealth Advisors
Massachusetts
$1.82M
CCM
182
Coldstream Capital Management
Washington
$1.79M
MBT
183
Montecito Bank & Trust
California
$1.76M
FFP
184
FourThought Financial Partners
Florida
$1.76M
CA
185
Clearstead Advisors
Ohio
$1.75M
VWM
186
Valley Wealth Managers
New Jersey
$1.73M
WA
187
WealthTrust Axiom
Pennsylvania
$1.66M
CSIA
188
Conrad Siegel Investment Advisors
Pennsylvania
$1.65M
AG
189
AlTi Global
New York
$1.54M
DWM
190
Drive Wealth Management
Utah
$1.54M
BC
191
Barrett & Company
Rhode Island
$1.53M
ACM
192
Arcataur Capital Management
Wisconsin
$1.52M
PGAM
193
Princeton Global Asset Management
New Jersey
$1.49M
SWM
194
Segment Wealth Management
Texas
$1.49M
HNW
195
High Note Wealth
Minnesota
$1.47M
JBC
196
Jefferson Bridge Capital
Tennessee
$1.46M
Cerity Partners
197
Cerity Partners
New York
$1.45M
JWCA
198
J.W. Cole Advisors
Florida
$1.43M
CFS
199
Cannon Financial Strategists
Georgia
$1.42M
JIR
200
James Investment Research
Ohio
$1.42M